Gould Capital’s Principal Financial Group PFG Stock Holding History

Gould Capital’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44K	Hold	408	–	–	0.02%	101
2026 Q1	$36.8K	Buy	+408	New	+$37.3K	0.02%	96

Other funds holding PFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gould Capital's PFG Position: Q2 2026 in Review

Gould Capital held its Principal Financial Group (PFG) position steady in Q2 2026 at 408 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #101.

Gould Capital first reported a position in PFG in Q1 2026 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

Gould Capital held 408 shares of Principal Financial Group worth $44K as of Q2 2026.
Gould Capital left its Principal Financial Group share count unchanged in Q2 2026.
Principal Financial Group made up 0.02% of Gould Capital's portfolio in Q2 2026, its #101 holding.
Gould Capital first reported a position in Principal Financial Group in Q1 2026 and has held it in 2 quarters since.
957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.